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How I Built It: Chess in Anaplan
Author: Waleed Hakim is a Sr. Anaplan consultant. Hi everyone! I’m Waleed — a Senior Consultant working with enterprise clients to transform their planning processes through Anaplan. I've been in the Anaplan ecosystem for just under four years now, and while most of my time is spent solving complex business problems, I’ve…
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Ability to rename a line item without breaking the import mapping
Description of the enhancement: If a line item which is used as the source of an import is renamed, its mapping is removed and the action must be re-mapped. To re-create: * Setup an import from "LineItemA" in ModuleOne to LineItemB in ModuleTwo. The line items will need manually mapping since they have different names. *…
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Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
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Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)
Hey guys, I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows: 1) Formula to populate the mapped answer into the 1st member of dimension 2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of…
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Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
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How to resolve the import error - New property combination found but name or code already exists?
Hi all, I'm trying to use an import action where I have a unique key in the source (Source is a module in another Anaplan model) This unique key is a concatenation of 6 parameters. I'm getting an error - New property combination found but name or code already exists I've checked the source & there are no duplicates. I've…
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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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How to set a unique code based on Store/date information ?
Hi everyone, Does anyone know how I can generate a unique code by Store/date combination, knowing that the date is a current date that will be changing every day, it's going to be the order ID and and it going to have to start by a #: Thank you for the help :)
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FINDITEM with Line Item Subsets
Hi Is it possible to use FINDITEM with line item subsets? Thanks Kristen
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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Using time for something not time related - special characters :)$
We had a recent challenge with the need to "clean" invoice data descriptions from special characters. This was done previously in SQL with the a long convoluted formula "REPLACE(REPLACE(REPLACE('Ana&plan', '&', '') that would have to edited by a developer in case any new special characters came through. Using the replace…
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Line Item Name change
Hi All, I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error " Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required."…
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Ability to exclude zero values from AVERAGE calculation
A common requirement we see on customer implementations is to be able to calculate the average of a set of values but exclude zero values. For example if we have the following set of values (10,0,0,8,0), the average excluding zeros would be (10+8)/2 = 9. The current AVERAGE function cannot exclude zeroes and so gives an…
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How to dedupe txn assignments on owners that appears in multiple assignment columns?
Hi all, I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners. Txn Assignment Module: Parent Account Name Oppy ID TXN Name SOL Terr SOL Terr 2 SOL Terr 3 BMO 111 1 Loner's Territory BMO 111 2 Loner's Territory BMO 112 3 Loner's Territory I want to create a…
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Saving any data against parent members in a flat hierarchy or derive their levels.
Hi, As part of our use case, we need to publish org charts. After careful consideration, a flat hierarchy works best (not as per best practices, I understand), but when it comes to publishing KPIs on Pages, it seems almost impossible to calculate something at parent level. e.g. Here is the list. It's a flat Hierarchy How…
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Set text encoding format for anaplan connect script upload
Hi, I would like to specify in an Anaplan Connect script that UTF-8 text encoding should be used for the file I am uploading. Does anyone know the command for this, or another way to make this happen? Thanks!
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Fp&A case study access
Hi, I am not able to access 299 FP&A case study. Please provide the access for the same. Thanks Nitin
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Count Unique Items Function
Hi, I have 2 lists, 1 is products and 2 is numbering - see screenshot. I have a module where it is dimensioned by product and the numbering and I want to count the number of unique values. Based on my screenshot, it should be 15. I saw there was a formula - isfirstoccurrence, but I'm not completely sure how to use this.…
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Lookup error : invalid lookup list X is unused
Hi guys, I am facing an error for the first time and I was wondering if anyone had an idea on how to get throught it For some context I have : LI1 reference dimensionned by "Dimension A" format number LI2 target dimensionned by "Dimension B" format number LI3 dimensionned by "Dimension A" format "dimension B" (a basic…
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Unlocking the power of Polaris: A guide to efficient model building
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Ability to create ragged hierarchies with numbered lists
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The ability to create a ragged hierarchy with parents of the list member being present in the same list help with certain…
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Selection of multiple option from list on UX pages
Hello Anaplaner, Please find the attached Excel sheet along with the use case description below. We have a use case where the end user requires a selection option on the UX page from a list (Product & Company). As you may be aware, there is currently no option available on the UX page to select multiple list members from a…
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Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
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Enable Right-Click Functionality on Any Cell Within a Row to Add/Delete List Members in Worksheets
Description: Currently, the ability to add or delete list members in Anaplan UX worksheets is limited to specific interactions, often requiring users to click on the row header or use action buttons. This can be unintuitive, especially when working with hierarchical lists or when users are focused on cell-level data entry.…
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Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
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Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…